Guests: Karl Denninger
Private Equity Doctors
September 22, 2023
Kevin joins Chief the first hour to review Notre Dame football, Texas anesthesiology, and the difference between price and cost. Karl calls in for the second hour to debate virtue signaling, immigration, and medicare vs. medicaid.
Threat Detection
September 15, 2023
Kevin and Chief discuss casinos, electric vehicles, and COLA followed by Karl in the second hour with politics, healthcare, engineering, and more!
Another Slice at the Apple
September 8, 2023
Kevin and Mike call in the first hour to discuss friction in the labor market, the pros and cons of dictators, and sticky prices. Karl joins Chief in the second hour to bring us up to speed on communication satellites, questionable pricing strategies, and more!
Labor (Numbers) Day
September 1, 2023
On today’s show Kevin O’Neill joins The Chief to talk on the republican debates, the upcoming labor numbers, and more on politics and the market. For our second hour, Karl Denninger of Market Ticker joins in to talk on Hurricane Idalia and other major tropical storms, and the newly released labor numbers.
It’s Time to Embrace the Suck…
August 25, 2023
Kevin, Mike, and Chief analyze Walmart and the college economic model in our first hour. Later, Karl calls in from an undisclosed location to break down artificial intelligence businesses and the effects of lawsuits in politics and the private markets.